Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Beavercreek, OH
Every SEC-registered investment adviser representative at a Edward Jones office in Beavercreek, A to Z.
The short answer
5 registered advisors work at Edward Jones in Beavercreek, out of 21,461 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Edward Jones advisors in Beavercreek, A to Z
Every Edward Jones advisor →- Amy AllenAlso a broker rep
- Michael A. BeardAlso a broker rep
- Aaron L. JobsonChartered Financial Consultant · Also a broker rep
- Gretchen M. MatlockAlso a broker rep
- Timothy SchmaleCertified Financial Planner · Also a broker rep
Edward Jones advisors in every city and state →Edward Jones: assets, clients and custodians →Edward Jones news and advisor moves →Edward Jones payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edward Jones advisors in other cities
St. Louis, MO 1,691Maryland Heights, MO 198St Louis, MO 108Austin, TX 72Houston, TX 69Raleigh, NC 69Tempe, AZ 65Overland Park, KS 62Seattle, WA 61San Antonio, TX 55Colorado Springs, CO 48Dallas, TX 46Lincoln, NE 45Greenville, SC 42Tulsa, OK 42
Other firms in Beavercreek
All Beavercreek advisors →Morgan Stanley 30Westminster Financial Advisory Corp. 23Strategic Advisers LLC 15LPL Financial LLC 13Osaic Wealth, Inc. 7First Command Advisory Services 4Ameriprise Financial Services, LLC 3G. A. Repple & Company 3J.P. Morgan Securities LLC 3State Farm Investment Management Corp. 3Transamerica Financial Advisors, LLC 3
Questions
How many financial advisors does Edward Jones have in Beavercreek?
5 investment adviser representatives are registered at Edward Jones offices in Beavercreek, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 21,461 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Beavercreek?
Edward Jones ranks number 6 in Beavercreek by registered advisors; Morgan Stanley has the most, with 30.
How do I check a Edward Jones advisor in Beavercreek?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edward Jones office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.